Certified Financial Planner

The successful candidate will work for a renowned national group of companies who provides investment consulting services for residential buy-to-let investments. These group services includes securing bank finance, providing legal and statutory services to setup investment structures, accounting, tax planning, wealth management, and property rental management.

This individual will be working closely with the Property Portfolio Planner, who is a CA (SA), to prepare Wealth Plans and consult with high net worth property investors.

Key Performance Areas:

- Financial Planning process
- Proven sales records
- Financial planning & cash flows
- Client budgeting
- Tax knowledge an advantage
- Property market & economic principles
- Property financing an advantage
- Trust & company knowledge an advantage
- CFP Designation
- Sales & marketing
- Financial planning
- Investments
- Dealing with high net worth clients
- Life cover policies
- Consulting

Requirements:

- Minimum 2 - 5 years' financial planning/property experience
- At least 2 years sales experience
- Relevant Tertiary Qualification
- Registration with Board for a valid Fidelity Fund Certificate (FFC) preferred
- Bilingual (English and Afrikaans)
- Computer literate
- Own transport
- Excel advanced skills

Personal Attribute:

- Attention to detail and well organised
- Excellent Telephone manners and skills
- Positive attitude and driven for success
- Building & maintaining long term relationships
- Ability to work under pressure and deadline driven
- Excellent verbal and written communication & interpersonal skills
- Ability to work in your own capacity as well as in a team environment
- Ability to work with clients
- Confident in your abilities
- Administration skills
- Well-presented
- Business sense
- Sales skills